See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,195 | $73,933-57.8% | $96,683-67.7% | $75,163-58.5% |
| Participation rate | 61.1% | 66.4%-5.3pp | 74.3%-13.2pp | 67.2%-6.1pp |
| Annual return | 14.50% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $917 | $2,928-68.7% | $3,737-75.5% | $2,670-65.7% |
| Participant deferral / active EE | $2,618 | $3,659-28.4% | $4,878-46.3% | $4,125-36.5% |
| Admin fee / account holder | $3,673 | $5,216-29.6% | $6,730-45.4% | $5,651-35.0% |